Can I require ongoing financial documentation from heirs for transparency?
The desire for transparency after establishing a trust and distributing assets to heirs is a very common and understandable concern …
San Diego County
Can I require mental health certifications for trustees?
The question of whether you can require mental health certifications for trustees is complex, rooted in estate planning law, and …
Can I require long-term vision planning from beneficiaries?
The question of whether a grantor can *require* long-term vision planning from beneficiaries of a trust is complex, touching on …
Can I require investment in community-owned businesses?
The question of whether you can *require* investment in community-owned businesses within an estate plan, particularly through a trust, is …
Can I require independent audits every five years?
The question of whether you can require independent audits of your trust every five years is a common one for …
Can I require heirs to complete a legacy project before inheriting?
The question of whether you can require heirs to complete a legacy project before receiving an inheritance is a fascinating …
Can I require financial literacy training before inheritance?
The question of whether you can require financial literacy training before an heir receives an inheritance is increasingly relevant as …